2024-02-21T09:53:16-05:00 2023-12-31 383133790 ANDREWS HOOPER PAVLIK PLC 43252 WOODWARD AVE STE 150 BLOOMFIELD HILLS MI 48302 990PF 2023-01-01 825449374 KEGLEY FAMILY FOUNDATION KEGL 2488932300 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 DONALD R KEGLEY JR PRESIDENT 2488932300 2024-02-07 true DONALD R KEGLEY JR XXX-XX-XXXX true GEORGE W SMITH IV P00654680 2483406050 2024-02-07 2023 2023-04-26 12:10:37Z X 685495 X 116681 16857 16857 88297 288126 88297 221835 105154 2300 1150 1150 2696 2696 20 20 5016 3846 1170 128500 128500 133516 3846 129670 88319 101308 117552 118800 120193 359192 446263 565302 476744 565063 685495 0 X 476744 565063 476744 565063 476744 565063 476744 88319 565063 565063 SALE OF SECURITIES P 288126 199829 88297 88297 88297 88297 1408 1408 1408 984 984 424 false false false false false false false true true MI true false false false false true N/A DONALD R KEGLEY JR 2488932300 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 false false false false false false false false false false false false false false false false false false false false DONALD R KEGLEY JR 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 PRESIDENT 2.00 0 0 0 PAMELA A KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 VICE PRES. 1.00 0 0 0 BRIAN T KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 TREASURER 1.00 0 0 0 LAURA A PEPLINSKI 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 SECRETARY 1.00 0 0 0 JASON R KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 ASST. SECR. 1.00 0 0 0 NONE NONE N/A 551503 24207 0 575710 575710 8636 567074 28354 28354 1408 1408 26946 26946 26946 129670 129670 26946 31890 13890 71541 45992 163313 129670 26946 102724 266037 0 266037 31890 13890 71541 45992 102724 DONALD R PAMELA A KEGLEY X JOAN ROSE FOUNDATION 432 S WASHINGTON ROYAL OAK MI 48067 N/A PC CHILDRENS EDUCATION 10000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A PC COLLEGE 20000 FIRST STEP OF WAYNE COUNTY 44567 PINETREE DR PLYMOUTH MI 48170 N/A PC PREVENT DOMESTIC ABUSE 20000 GRACE CENTERS OF HOPE 35 E HURON ST PONTIAC MI 48342 N/A PC HOMELESS SHELTER 10000 TRAVERSE BAY CHILDRENS ADVOCACY CEN 2000 CHARTWELL DR TRAVERSE CITY MI 49696 N/A PC ABUSED CHILD SUPPORT 2500 CHILD & FAMILY SERVICES OF NW MI 3875 VETERANS DR TRAVERSE CITY MI 49684 N/A PC HOMELESS AND RUNAWAY YOUTH 2500 GRAND TRAVERSE LAND CONSERVANCY 3860 N LONG LAKE RD TRAVERSE CITY MI 48342 N/A PC PROTECT LAND 2500 CORNERSTONE CHAPEL 650 BATTLEFIELD PKWY SE LEESBURG VA 20175 N/A NC RELIGIOUS ORGANIZATION 10000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 N/A PC CONSERVATIVE EDUCATION 7500 KIDS EMPOWERED 415 S WEST ST ROYAL OAK MI 48067 N/A PC CHILDREN'S MENTAL HEALTH 6000 TRAVERSE SYMPHONY ORCHESTRA 826 HASTINGS ST TRAVERSE CITY MI 49686 N/A PC FOOD & CLOTHING FOR POOR 5000 FIVE POINTS CHURCH 3411 WALTON BLVD AUBURN HILLS MI 48326 N/A NC RELIGIOUS ORGANIZATION 20000 CASSIE HINES SHOE CANCER FOUNDATION PO BOX 345 WASHINGTON TWP MI 48094 N/A PC SUPPORT YOUNG ADULTS WITH CANCER 2500 EAGLES FOR CHILDREN 50430 SCHOOL HOUSE ROAD CANTON MI 48187 N/A PC SUPPORT DISADVANTAGED CHILDREN 5000 KENSINGTON CHURCH 6880 SECOR ROAD TRAVERSE CITY MI 49685 N/A NC RELIGIOUS ORGANIZATION 5000 128500 14 16857 18 88297 105154 105154 false false false false false false false false false false X X 1 DONALD R PAMELA A KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 66681 X 2 CUNNINGHAM LIMP DEVELOPMENT COMPANY 28970 CABOT DRIVE SUITE 100 NOVI MI 48377 50000 X 1 SHS AMAZON 52232 2023-11-07 1 SHS ALPHABET 48590 2023-11-07 1 SHS MICROSOFT 71746 2023-11-07 1 SHS MICROSOFT 32109 2023-03-06 1 SHS VISA 22675 2023-03-06 INDIRECT ACCOUNTING FEES 2300 1150 1150 EQUITIES - STRUCTURED PRODUCTS EQUITIES - ETF FUNDS 79988 107690 EQUITIES - MUTUAL FUNDS 159959 169946 FIXED INCOME - ETF FUNDS FIXED INCOME - MUTUAL FUNDS 94359 92908 OTHER - MUTUAL FUNDS 16558 16701 EQUITIES - COMMON STOCKS 45399 126657 EQUITIES 50000 51400 EXPENSES STATE OF MICHIGAN FILING FEE 20 20 INVESTMENT FEES 2696 2696